Summit, Descent - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 15th, 2022, and respond to questions submitted by listeners and clients.
11 Aug 202225min
Inflating Expectations - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the July CPI report and what it means for credit spreads. Other topics include, market technicals, fundaments, and the near-term impact of quantitative tightening.
10 Aug 202224min
Peak of Summer - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 8th, 2022, and respond to questions submitted by listeners and clients.
5 Aug 202224min
Holding onto Hikes - Monthly Roundtable
Margaret Kerins here with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy team to bring their debate on hei...
2 Aug 202233min
N.B.E.R.: The National Bureau of Evading Recessions - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 1st, 2022, and respond to questions submitted by listeners and clients.
28 Jul 202225min
Reactions to the July 2022 FOMC - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their reactions to the July FOMC meeting including the risk-on response and Chair Powell’s suggestion that the Fed would offer less clear guidance going forward. Oth...
27 Jul 202224min
Summer Hike Wave - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 25th, 2022, and respond to questions submitted by listeners and clients.
22 Jul 202225min
Under the Hood - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the recent recovery in credit spreads and whether market technicals have fully rebounded. Topics include the return of high grade supply and what it means for future...
20 Jul 202221min
